A complete list of active advisors currently associated with Pring Turner

Warmer can help you find a great advisor at Pring Turner or one who fits your needs even better.

Pring Turner Capital Group provides fee-only investment advisory and financial planning services to a range of clients, including individuals, IRAs, family trusts, corporations, foundations, pension and profit-sharing plans, and charitable organizations, and it also serves as a sub‑adviser to other registered advisers. The firm manages both discretionary and non‑discretionary accounts and provides tailored investment management aligned with each client’s objectives and risk tolerances. The firm’s investment approach centers on an active asset‑allocation process built around a proprietary business‑cycle framework known as the “Six Stages,” drawn from published research the firm licenses and uses to time gradual allocation shifts. Portfolios are managed conservatively with explicit emphasis on quality, value, income, and capital preservation; turnover is typically low and, in certain circumstances, the firm may employ hedging instruments such as inverse ETFs to reduce downside risk. Noteworthy aspects include the firm’s formal licensing arrangement for its business‑cycle research and the use of published cycle models to inform portfolio decisions rather than relying solely on index tracking. The firm operates with a small advisory team while maintaining a custodial relationship with Charles Schwab for execution and back‑office services, and it may waive its stated $1 million account minimum at its discretion.

To learn more about the advisors currently working at Pring Turner, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.